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ePlus
PLUS

Overview Fund Activity

222 hedge funds and large institutions have $2.06B invested in ePlus in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 29 closing their positions.

Holders
222
Holders Change
+6
Holders Change %
+2.78%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
73
Reduced
86
Closed
29
Calls
$919K
Puts
$291K
Net Calls
+$628K
Net Calls Change
-$1.05M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$91.5M
2
GC
2
Gobi Capital
California
$97.3M
3
American Century Companies
3
American Century Companies
Missouri
$21.8M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$10.5M
5
Cerity Partners
5
Cerity Partners
New York
$7.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
GCM
2
Geneva Capital Management
Wisconsin
$95.8M
3
BlackRock
3
BlackRock
New York
$354M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$64.3M
5
RRAM
5
River Road Asset Management
Kentucky
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$335K 4,264 +4,264 New
HSBC Holdings
152
HSBC Holdings
United Kingdom
$331K 4,222 -1,883 -31%
AA
153
AlphaQ Advisors
Florida
$331K 4,210 +1,038 +33%
CAN
154
Cetera Advisor Networks
California
$313K 3,982 -926 -19%
A
155
AlphaQuest
New York
$311K 3,954 +3,954 New
MCM
156
MAI Capital Management
Ohio
$287K 3,660 – –
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$276K 3,510 +276 +9%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$257K 3,275 +169 +5%
Lazard Asset Management
159
Lazard Asset Management
New York
$251K 3,207 -116 -3%
VI
160
Vestcor Inc
New Brunswick, Canada
$240K 3,055 – –
VPIM
161
Vanguard Personalized Indexing Management
California
$233K 2,968 +258 +10%
Creative Planning
162
Creative Planning
Kansas
$233K 2,966 +2,966 New
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$223K 2,841 -6,491 -70%
CG
164
Caprock Group
Idaho
$215K 2,738 – –
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$212K 2,701 -572 -17%
AIP
166
Ameritas Investment Partners
Nebraska
$208K 2,642 – –
IA
167
Inspire Advisors
Idaho
$202K 2,566 +2,566 New
ACM
168
Aquatic Capital Management
Illinois
$173K 2,200 +2,200 New
SOW
169
State of Wyoming
Wyoming
$161K 2,056 -3,083 -60%
HNB
170
Huntington National Bank
Ohio
$144K 1,828 +224 +14%
SWS
171
SYSTM Wealth Solutions
Illinois
$134K 1,709 +19 +1%
Citadel Advisors
172
Citadel Advisors
Florida
$123K 1,562 -46,711 -97%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$114K 1,452 -48 -3%
SPIA
174
Steward Partners Investment Advisory
New York
$83.3K 1,061 +732 +222%
EC
175
EntryPoint Capital
New York
$82.9K 1,056 +977 +1,237%
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